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+91 22 61013838

Invest In High-Growth
Businesses

And Generate A CAGR Of 30-35% For Your Portfolio.

How EWA Exclusive Stock Advisory Service For Long Term
Wealth Creation Can Help You?

EWA Exclusive service can help ultra HNI investors to adopt a more focused approach of creating wealth by investing in opportunities in the equity market that can deliver 10 x returns in less than 10 years, i.e. 30-35% CAGR returns.

advisory-risk-profiling

Risk Profiling

Our research team will provide you with a detailed questionnaire to understand your risk profile.

advisory-portfolio-creation

Portfolio Creation

Based on your risk profile, our research team will create your investment portfolio. For portfolio creation, our experts will use the below framework:

  • Diversification – 4 to 5 investment themes
  • 20-25 high conviction stocks
  • Stock weight cap 10%
  • Portfolio market cap - $350-850 million
  • Forward 1-yr P/E multiple between 20-25x
advisory-regular-monitoring

Regular Monitoring

Our research team will monitor the universe of stocks daily to analyze the impact of corporate/ sectoral/regulatory changes besides assessing the company's quarterly & annual financial records.
The research team will also interact with the management of those companies regularly.

However, the monitoring activity by our research team does not just stop there. Monitoring also includes visiting and developing one-on-one relationships with key management personnel, attending plant tours, participating in analyst meets & conference calls. Where necessary, we also conduct secondary checks with other stakeholders of the companies.

You will receive a detailed coverage report every quarter as well as notes for corporate events and rebalancing strategies as and when required.

advisory-end-to-end-solution

Complete Support For Your Investment
Portfolio And Queries

As a privileged customer of EWA Exclusive, you will get full access to our research and customer service team as well as a dedicated relationship manager to assist and support you with all your portfolio and investment-related queries..

EWA Exclusive - Key Highlights Of Our Stock Advisory For
Long Term Wealth Creation

personalized-portfolio
Personalized Portfolio

100% Personalized Portfolio

10x-growth
10X Growth

10x Growth Over 8-10 Years

research
Research

Rigorous Research

high-growth
High Growth

High-Growth Businesses

smart-technology
Smart Technology

Smart Investment Technology

methodology
Methodology

Unique Investment Methodology

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Dedicated Support

Dedicated Relationship Manager

high-growth
End-to-End Solution

Complete Support For Your Investment Portfolio And Queries

Afraid to Lose Money In Stock Market.
Build Your Multibagger Portfolio Instead.

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frequently asked questions

EWA Exclusive is designed especially for ultra HNI and super-rich investors who are willing to remain patient and disciplined by investing in superior businesses and allowing time to let it grow.

To identify high growth businesses for investment under EWA Exclusive, our research team uses the below factors:

  • Spotting high growth sectors that will be key contributors in doubling of GDP ($2.6 to $5 trillion) in the next 7-8 years.
  • Multi-pronged approach for spotting emerging sectors.
  • Economic emerging trends.
  • Studying economic data points to spot key sectors that will contribute to GDP growth.
  • On-ground sectoral research.
  • Collecting key sectoral data points through regular interactions with industry participants to spot trend reversal, enabling us to stay ahead of the curve.
  • Identification of disruptors or sunrise sectors.
  • Spotting sunrise sectors by studying changing behavioural & socio-economic trends. This entails spotting emerging disruptors that will bring structural changes.
While choosing the stocks for investment, we look at the intrinsic value, business sustainability, management quality, valuation as well as business USP’s such as first-mover advantage, market and margin leadership, relative capital efficiency, regional dominance and technological edge.
This service has been designed for long term wealth creation over 8 to 10 years. Since this growth would not be linear, there may be some years when your portfolio may not show annual gains.
When it comes to the management quality while identifying companies for investment, we take a detailed look at the promoter background, management capability, market standing - suppliers & customer feedback, profit sharing with minority holders and board composition.
The minimum investment amount under EWA-Exclusives service is ₹ 1 crore. There is no maximum limit for investment.

For investments ranging between ₹ 25 lacs to ₹ 99 lacs we offer a separate service called Dhanwaan.

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Have Questions About Our
Premium Stock Advisory Service
For Long Term Wealth Creation

Schedule An Appointment With Our Expert.

Call Us:

022 6101 3838

Email:

[email protected]

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Equentis Wealth Advisory Services Private Limited (“Equentis” or “EWASPL”), is a registered Investment Advisor under the SEBI (Investment Advisers) Regulations, 2013 having SEBI Registration no. as INA000003874. Official Website of Equentis is www.researchandranking.com. “Research & Ranking” is the brand under which the EWASPL renders its Investment Advisory Services.

SEBI Registered Investment Adviser Details:

Registered name: Equentis Wealth Advisory Services Private Limited, SEBI Registration No.: INA000003874. Type of registration: Non-Individual. Validity: Dec 08, 2015 – Perpetual. BASL Membership No: 1816 CIN: U74999MH2015PTC262812
Registered office address: Marathon Futurex, A-603 6th Floor, Mafatlal Mills Compound, N. M. Joshi Marg, Lower Parel, Mumbai 400013. Telephone No.: +91 22 61013800
Principal Officer: Manish Goel, Email: [email protected]. Telephone No.: +91 22 61013800
Compliance officer: Mr. Rakesh Gupta, Email: [email protected], Telephone No.: +91 22 61013800
Grievance officer: Ms. Nishi Mehta, Email: g[email protected], Telephone No.: +91 22 61013800

SEBI Office Details: SEBI Bhavan BKC, Address: Plot No.C4-A, 'G' Block Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra | Tel : +91-22-26449000 / 40459000 | Fax : +91-22-26449019-22 / 40459019-22 Email: [email protected] | Toll Free Investor Helpline: 1800 22 7575 | SCORES: https://www.scores.gov.in/

Disclaimers:
  1. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
  2. The securities quoted, if any are for illustration only and are not recommendatory.
  3. Investments in securities market are subject to market risks. Read all the related documents carefully before investing.

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